Advisors Capital Management’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Advisors Capital Management’s Portfolio RDVY Stock Details RDVY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$342K	Sell	4,215 -640	-13%	-$48.1K	﹤0.01%	501
2026 Q1	$331K	Sell	4,855 -567	-10%	-$40.4K	﹤0.01%	465
2025 Q4	$377K	Buy	+5,422	New	+$369K	﹤0.01%	460

Other funds holding RDVY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Advisors Capital Management's RDVY Position: Q2 2026 in Review

Advisors Capital Management reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 13% in Q2 2026, selling an estimated $48.1K and leaving 4,215 shares worth $342K. The position accounts for ﹤0.01% of the portfolio, ranked #501.

Advisors Capital Management first reported a position in RDVY in Q4 2025 and has held it in 3 quarters since. The position peaked at $377K in Q4 2025. 810 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Advisors Capital Management held 4,215 shares of First Trust Rising Dividend Achievers ETF worth $342K as of Q2 2026.
Advisors Capital Management sold 640 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $48.1K.
First Trust Rising Dividend Achievers ETF made up ﹤0.01% of Advisors Capital Management's portfolio in Q2 2026, its #501 holding.
Advisors Capital Management first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2025 and has held it in 3 quarters since.
Advisors Capital Management's First Trust Rising Dividend Achievers ETF position peaked at $377K in Q4 2025.
810 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Advisors Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.